Neeraj Joshi ,FRM

Critic
DISC Type : C

Director at UBS

Pune, Maharashtra, India

Overview

Neeraj is a Director and Murex Front Office Developer at UBS with over 15 years of experience at top-tier investment banks. Colleagues describe him as influential, detail-oriented, and dedicated. He is an FRM charter pending and specializes in trading platforms, pricing, valuation, and risk computation.

He recently earned a certification in Microsoft Azure AI Fundamentals, showing a proactive interest in applying new technologies within the financial sector.

Personality Overview

Objective Thinker

Precise

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Financial Risk Management
A Financial Risk Manager (FRM) charter is pending, and he has deep expertise in risk computation and regulatory risk for Tier 1 investment banks.
Trading System Development
Has over 15 years of experience customizing Murex and Calypso platforms for front-office trading operations at major banks like UBS, Citi, and AIMCo.
AI in Finance
Recently obtained the Microsoft Azure AI Fundamentals certification, signaling a clear interest in applying artificial intelligence to financial technology and processes.

Media Appearances

Neeraj has no verified media appearances

Work History

2-2023
Director at UBS
3-2020
Murex FO Developer at UBS
7-2018 - 3-2020
avp at Citi
2-2017 - 6-2018
Business System Analyst at Alberta Investment Management Corporation (AIMCo)
1-2016 - 2-2017
Assistant Vice President at Citi

Education

Education details unavailable from IPS Indore
Education details unavailable from St paul's convent H.S school ujjain

More Information

Social Presence :

Prographics :

Exp : 20 Location : Pune, Maharashtra, India Job Level : Mid-senior Designation : Director at UBS
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Insights For Selling To Neeraj

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neeraj is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Neeraj

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Neeraj move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Neeraj take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Neeraj

Personality Compatibility


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